Sep 7, 2023 | Family Finances, Individuals, Investing Basics
Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial...
Aug 24, 2023 | Age 55+, Family Finances, Individuals
As you approach retirement, it’s important to understand how much income you’ll need to enjoy the retirement lifestyle you envision. Take a few moments to jot down your actual expenses as they stand today. Think about your priorities in the future and try to determine...
Aug 8, 2023 | Age 55+, Family Finances, Individuals
Want to be sitting pretty during your retirement? Consider “the three-legged stool,” a metaphor for the three most common sources (or “legs”) of income that you’ll likely rely on in retirement: Social Security retirement benefits Employer pension benefits Individual...
Jul 26, 2023 | Age 55+, Family Finances, Individuals
Retirement is about YOU – your values, your priorities and your dreams for the future. Is there a “right” time to retire? There is – the time you determine works best for you. Thinking about retiring early? Consider the consequences associated with...
Jul 14, 2023 | Age 55+, Family Finances, Individuals, Investing Basics
While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen expenditures during retirement. Some of...
Jun 30, 2023 | Age 55+, Family Finances, Individuals
While it may be hard to think of now, it’s likely you’ll need some type of healthcare or daily living assistance as you age. People often believe that Medicare covers long-term care (provided either at home or in a nursing facility). Unfortunately, that’s not the...
